{"id":8584,"date":"2021-06-09T17:56:28","date_gmt":"2021-06-09T10:56:28","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&p=8584"},"modified":"2021-07-30T15:53:49","modified_gmt":"2021-07-30T08:53:49","slug":"crm-tu-dong-chi-dinh-khach-hang-tiem-nang-bang-quy-trinh-kinh-doanh","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-tu-dong-chi-dinh-khach-hang-tiem-nang-bang-quy-trinh-kinh-doanh\/","title":{"rendered":"[CRM] T\u1ef1 \u0111\u1ed9ng ch\u1ec9 \u0111\u1ecbnh kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng b\u1eb1ng Quy tr\u00ecnh kinh doanh"},"content":{"rendered":"

C\u00f3 m\u1ed9t c\u00f4ng c\u1ee5 m\u1ea1nh m\u1ebd trong Bitrix24. \u0110\u00e2y l\u00e0 m\u1ed9t m\u00f4 h\u00ecnh quy tr\u00ecnh l\u00e0m vi\u1ec7c c\u00f3 th\u1ec3 ho\u1ea1t \u0111\u1ed9ng trong khu\u00f4n kh\u1ed5 c\u1ee7a CRM v\u00e0 th\u01b0 vi\u1ec7n t\u00e0i li\u1ec7u (th\u01b0 vi\u1ec7n c\u00f4ng c\u1ed9ng v\u00e0 th\u01b0 vi\u1ec7n nh\u00f3m, kh\u00f4ng ph\u1ea3i th\u01b0 vi\u1ec7n c\u00e1 nh\u00e2n).<\/p>\n

\u1ede \u0111\u00e2y, ch\u00fang ta s\u1ebd gi\u1ea3i quy\u1ebft m\u1ed9t v\u1ea5n \u0111\u1ec1 c\u1ef1c k\u1ef3 quan tr\u1ecdng li\u00ean quan \u0111\u1ebfn quan h\u1ec7 kh\u00e1ch h\u00e0ng \u2013 ch\u1ec9 \u0111\u1ecbnh m\u1ed9t nh\u00e2n vi\u00ean b\u00e1n h\u00e0ng c\u00f3 tr\u00e1ch nhi\u1ec7m qu\u1ea3n l\u00fd m\u1ed9t th\u00f4ng tin kh\u00e1ch h\u00e0ng t\u00ecm n\u0103ng c\u1ee5 th\u1ec3. R\u00f5 r\u00e0ng, n\u1ebfu c\u00f3 th\u1ec3 th\u1ef1c hi\u1ec7n \u0111i\u1ec1u n\u00e0y m\u1ed9t c\u00e1ch t\u1ef1 \u0111\u1ed9ng, \u0111i\u1ec1u \u0111\u00f3 l\u00e0 t\u1ed1i \u01b0u, khi m\u00e0 giao d\u1ecbch b\u00e1n h\u00e0ng t\u1eeb trang web b\u00e1n h\u00e0ng tr\u1ef1c tuy\u1ebfn c\u00f3 th\u1ec3 xu\u1ea5t hi\u1ec7n b\u1ea5t c\u1ee9 l\u00fac n\u00e0o. \u0110\u00e2y l\u00e0 m\u1ed9t ho\u1ea1t \u0111\u1ed9ng l\u00fd t\u01b0\u1edfng cho c\u00e1c quy tr\u00ecnh kinh doanh c\u1ee7a Bitrix24.<\/p>\n

Xin l\u01b0u \u00fd r\u1eb1ng quy tr\u00ecnh kinh doanh ch\u1ec9 d\u00e0nh cho c\u00e1c g\u00f3i Ti\u00eau chu\u1ea9n (Standard) & Chuy\u00ean nghi\u1ec7p (Professional) c\u1ee7a Bitrix24<\/strong>.<\/p>\n

Trong M\u1eabu: Kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng<\/strong>, c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c t\u00ecm th\u1ea5y trong trang CRM> C\u00e0i \u0111\u1eb7t (Settings) > Quy tr\u00ecnh kinh doanh (Business process)<\/strong>, c\u00f3 th\u1ec3 t\u1ea1o c\u00e1c m\u1eabu m\u1edbi v\u00e0 c\u00e1c m\u1eabu hi\u1ec7n c\u00f3 c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c m\u1edf \u0111\u1ec3 ch\u1ec9nh s\u1eeda ho\u1eb7c xu\u1ea5t.\"\"<\/a><\/p>\n

S\u1eed d\u1ee5ng \u201cTh\u00eam m\u1eabu (Add template)\u201d v\u00e0 th\u00eam \u201cCh\u1ec9 \u0111\u1ecbnh ng\u01b0\u1eddi ch\u1ecbu tr\u00e1ch nhi\u1ec7m\u201d. Nh\u1ea5p v\u00e0o t\u00ean \u0111\u1ec3 m\u1edf tr\u00ecnh ch\u1ec9nh s\u1eeda Quy tr\u00ecnh kinh doanh cho m\u1ed9t m\u1eabu nh\u1ea5t \u0111\u1ecbnh. Khi t\u1ea1o m\u1ed9t c\u00e1i m\u1edbi, b\u1ea1n s\u1ebd nh\u1eadn \u0111\u01b0\u1ee3c m\u1ed9t m\u00e0n h\u00ecnh nh\u01b0 sau:\"\"<\/a><\/p>\n

T\u1ea1o l\u01b0u \u0111\u1ed3<\/h2>\n

B\u00e2y gi\u1edd, h\u00e3y l\u1ea5y kh\u1ed1i \u201c\u0110i\u1ec1u ki\u1ec7n\u201d v\u00e0 \u0111\u1eb7t n\u00f3 v\u00e0o.\"\"<\/a>\"\"<\/a><\/p>\n

\u0110\u1ec3 \u0111\u1eb7t \u0111i\u1ec1u ki\u1ec7n, h\u00e3y nh\u1ea5p v\u00e0o b\u00e1nh r\u0103ng \u1edf b\u00ean ph\u1ea3i v\u00e0 nh\u1eadn trang c\u00e0i \u0111\u1eb7t n\u01a1i b\u1ea1n c\u00f3 th\u1ec3 m\u00f4 t\u1ea3 \u0111i\u1ec1u ki\u1ec7n v\u00e0 \u0111\u1eb7t l\u1ea1i t\u00ean kh\u1ed1i th\u1ef1c n\u1ebfu b\u1ea1n mu\u1ed1n. \u2018S\u1eafp x\u1ebfp\u2019 c\u00e1c kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng theo vi\u1ec7c h\u1ecd c\u00f3 \u0111\u01b0\u1ee3c tr\u1ea3 b\u1eb1ng euro hay kh\u00f4ng (kh\u1ed1i \u0111\u1ea7u ti\u00ean), v\u00e0 sau \u0111\u00f3 theo s\u1ed1 ti\u1ec1n nhi\u1ec1u h\u01a1n hay \u00edt h\u01a1n 500 \u0111\u00f4 la, \u0111\u1ed1i v\u1edbi nh\u1eefng kh\u00e1ch h\u00e0ng kh\u00f4ng \u0111\u01b0\u1ee3c tr\u1ea3 b\u1eb1ng euro. \u0110\u00e2y l\u00e0 trang th\u00f4ng s\u1ed1 cho kh\u1ed1i ph\u00e2n lo\u1ea1i euro t\u1eeb \u0111\u00f4 la:\"\"<\/a><\/p>\n

B\u1ea1n kh\u00f4ng c\u1ea7n ph\u1ea3i \u0111\u1eb7t m\u1ed9t gi\u00e1 tr\u1ecb n\u00e0o \u0111\u00f3 \u0111\u1ec3 t\u1ea5t c\u1ea3 c\u00e1c gi\u00e1 tr\u1ecb \u0111\u1ec1u \u0111\u01b0\u1ee3c ch\u1ea5p nh\u1eadn. \u0110\u1ed1i v\u1edbi c\u00e1c kh\u1ed1i \u0111\u00f4 la, h\u00e3y ch\u1ecdn \u201cC\u01a1 h\u1ed9i (Opportunity)\u201d nh\u01b0 l\u00e0 Tr\u01b0\u1eddng t\u00e0i li\u1ec7u, \u0111\u1eb7t \u0110i\u1ec1u ki\u1ec7n l\u00e0 \u201cNhi\u1ec1u h\u01a1n\u201d ho\u1eb7c \u201cKh\u00f4ng nhi\u1ec1u h\u01a1n\u201d v\u00e0 sau \u0111\u00f3 \u0111\u1eb7t m\u1ed9t s\u1ed1 VD nh\u01b0 500 l\u00e0m Gi\u00e1 tr\u1ecb.\"\"<\/a><\/p>\n

L\u01b0u \u00fd: <\/strong> B\u1ea5t c\u1ee9 khi n\u00e0o b\u1ea1n nh\u00ecn th\u1ea5y n\u00fat h\u00ecnh vu\u00f4ng v\u1edbi \u201c\u2026\u201d tr\u00ean \u0111\u00f3, \u0111i\u1ec1u \u0111\u00f3 c\u00f3 ngh\u0129a l\u00e0 b\u1ea1n c\u00f3 th\u1ec3 ch\u1ecdn tr\u01b0\u1eddng, bi\u1ebfn, tham s\u1ed1, ng\u01b0\u1eddi d\u00f9ng ho\u1eb7c c\u00e1c gi\u00e1 tr\u1ecb kh\u00e1c \u0111\u1ec3 x\u00e2y d\u1ef1ng n\u1ed9i dung c\u1ee7a tr\u01b0\u1eddng \u0111\u00f3. Nh\u1ea5p v\u00e0o n\u00f3 \u0111\u1ec3 m\u1edf h\u1ed9p tho\u1ea1i.<\/p>\n

L\u01b0u \u0111\u1ed3 tr\u00f4ng gi\u1ed1ng nh\u01b0 sau khi b\u1ea1n ho\u00e0n t\u1ea5t:\"\"<\/a><\/p>\n

Ghi ch\u00fa thu\u1eadt ng\u1eef: <\/strong> M\u1ed9t \u201ct\u00e0i li\u1ec7u\u201d, nh\u01b0 trong ph\u1ea7n \u201cX\u1eed l\u00fd t\u00e0i li\u1ec7u\u201d c\u1ee7a danh s\u00e1ch kh\u1ed1i h\u00e0nh \u0111\u1ed9ng ho\u1eb7c h\u00e0nh \u0111\u1ed9ng \u201cS\u1eeda \u0111\u1ed5i t\u00e0i li\u1ec7u\u201d, l\u00e0 b\u1ea5t k\u1ef3 \u0111\u1ed1i t\u01b0\u1ee3ng n\u00e0o m\u00e0 quy tr\u00ecnh kinnh doanh \u0111\u01b0\u1ee3c ch\u1ea1y tr\u00ean \u0111\u00f3. V\u00ec v\u1eady, n\u00f3 c\u00f3 th\u1ec3 l\u00e0:<\/p>\n

a. Kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng
\nb. Th\u00f4ng tin li\u00ean h\u1ec7 c\u1ee7a kh\u00e1ch h\u00e0ng
\nc. C\u00f4ng ty
\nd. Th\u1ecfa thu\u1eadn (giao d\u1ecbch), ho\u1eb7c m\u1ed9t
\ne. T\u00e0i li\u1ec7u trong th\u01b0 vi\u1ec7n t\u00e0i li\u1ec7u<\/p>\n

Trong h\u00ecnh n\u00e0y, m\u1ed7i kh\u1ed1i h\u00e0nh \u0111\u1ed9ng \u201cS\u1eeda \u0111\u1ed5i t\u00e0i li\u1ec7u\u201d ch\u1ec9 c\u1ea7n \u0111\u1eb7t tr\u01b0\u1eddng \u201cch\u1ecbu tr\u00e1ch nhi\u1ec7m\u201d c\u1ee7a kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng cho ng\u01b0\u1eddi s\u1ebd l\u00e0m vi\u1ec7c tr\u00ean lo\u1ea1i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u00f3.\"\"<\/a><\/p>\n

L\u01b0u \u00fd <\/strong> r\u1eb1ng \u0111i\u1ec1u n\u00e0y s\u1ebd ghi \u0111\u00e8 gi\u00e1 tr\u1ecb hi\u1ec7n t\u1ea1i cho tr\u01b0\u1eddng t\u00e0i li\u1ec7u \u0111\u00e3 cho (\u1edf \u0111\u00e2y, ng\u01b0\u1eddi ch\u1ecbu tr\u00e1ch nhi\u1ec7m). M\u1ed9t l\u01b0u \u0111\u1ed3 ph\u1ee9c t\u1ea1p h\u01a1n c\u00f3 th\u1ec3 cho ph\u00e9p x\u00e1c \u0111\u1ecbnh xem gi\u00e1 tr\u1ecb c\u00f3 n\u00ean \u0111\u01b0\u1ee3c ghi \u0111\u00e8 hay kh\u00f4ng.<\/p>\n

B\u1ea1n c\u0169ng c\u00f3 th\u1ec3 th\u00eam m\u1ed9t kh\u1ed1i t\u00e1c v\u1ee5 Email \u0111\u1ec3 g\u1eedi email \u0111\u1ebfn ng\u01b0\u1eddi ch\u1ecbu tr\u00e1ch nhi\u1ec7m m\u1edbi \u0111\u01b0\u1ee3c ch\u1ec9 \u0111\u1ecbnh.\"\"<\/a><\/p>\n

Trong danh s\u00e1ch c\u00e1c m\u1eabu quy tr\u00ecnh kinh doanh, b\u1ea1n c\u00f3 th\u1ec3 \u0111\u1eb7t c\u00e0i \u0111\u1eb7t n\u00e0y ch\u1ea1y khi kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng m\u1edbi \u0111\u01b0\u1ee3c t\u1ea1o. Theo c\u00e1ch \u0111\u00f3, d\u00f9 kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng m\u1edbi \u0111\u01b0\u1ee3c th\u00eam b\u1eb1ng tay hay \u0111\u01b0\u1ee3c t\u1ea1o th\u00f4ng qua k\u1ebft n\u1ed1i v\u1edbi bi\u1ec3u m\u1eabu web tr\u00ean trang web, kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng s\u1ebd t\u1ef1 \u0111\u1ed9ng \u0111\u01b0\u1ee3c ch\u1ec9 \u0111\u1ecbnh cho ng\u01b0\u1eddi ph\u00f9 h\u1ee3p v\u00e0 sau \u0111\u00f3 ng\u01b0\u1eddi \u0111\u00f3 s\u1ebd nh\u1eadn \u0111\u01b0\u1ee3c th\u00f4ng b\u00e1o qua email.<\/p>\n","protected":false},"excerpt":{"rendered":"

C\u00f3 m\u1ed9t c\u00f4ng c\u1ee5 m\u1ea1nh m\u1ebd trong Bitrix24. \u0110\u00e2y l\u00e0 m\u1ed9t m\u00f4 h\u00ecnh quy tr\u00ecnh l\u00e0m vi\u1ec7c c\u00f3 th\u1ec3 ho\u1ea1t \u0111\u1ed9ng trong khu\u00f4n kh\u1ed5 c\u1ee7a CRM v\u00e0 th\u01b0 vi\u1ec7n t\u00e0i li\u1ec7u (th\u01b0 vi\u1ec7n c\u00f4ng c\u1ed9ng v\u00e0 th\u01b0 vi\u1ec7n nh\u00f3m, kh\u00f4ng ph\u1ea3i th\u01b0 vi\u1ec7n c\u00e1 nh\u00e2n). \u1ede \u0111\u00e2y, ch\u00fang ta s\u1ebd gi\u1ea3i quy\u1ebft m\u1ed9t v\u1ea5n \u0111\u1ec1 […]<\/p>\n","protected":false},"author":11,"featured_media":16424,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"tags":[],"ht_kb_category":[5214],"class_list":["post-8584","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","ht_kb_category-crm"],"_links":{"self":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8584","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/comments?post=8584"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8584\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media\/16424"}],"wp:attachment":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media?parent=8584"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8584"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8584"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}